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Sponsor portfolio

COR PARTNERS, INC.

EIN 82-2227211-financial services-Latest filing 2024
Plans
2
Retirement
1
$134.0M assets
Welfare
1
$3.2M premiums
Participants
2,999
5565 GLENRIDGE CONNECTOR, SUITE 900 - ATLANTA, GA 30342678-553-4412corpartners.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$134.0M - 1,590 part#501Fully Insured-$3.2M - 2,335 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 2,335 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.9M
  • Long-term disability$1.7M
  • Life$1.5M
  • Short-term disability$1.5M
  • Dental$1.3M
  • Vision$1.2M
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA45%
  • METROPOLITAN LIFE INSURANCE COMPANY44%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • COMPSYCH1%
  • +1 more
Total $3.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • LOCKTON COMPANIES, LLC62%
  • UNKNOWN17%
  • MARSH & MCLENNAN AGENCY LLC12%
  • KENNETH C YARBROUGH4%
  • GCG FINANCIAL LLC4%
  • +3 more
Total $348K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COR PARTNERS 401(K) PLAN

401k

Assets$134.0M
Participants1,590
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COR PARTNERS, INC. HEALTH AND WELFARE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$3.2M
Covered lives2,335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COR PARTNERS 401(K) PLAN401k$134.0M1,5902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COR PARTNERS, INC. HEALTH AND WELFARE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$3.2M2,3352024
Retirement plans
Welfare plans
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